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Liberty All-Star Equity Fund

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
67
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWA
126
Primoris Wealth Advisors
Florida
$103K 15,057 -3,469 -19%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$102K 15,000
KIM
128
Kane Investment Management
California
$101K 14,855 -8,307 -36%
GSWM
129
Golden State Wealth Management
California
$98.7K 14,500 +316 +2%
FFA
130
Farther Finance Advisors
California
$97.2K 14,269 +1,812 +15%
MAG
131
MRA Advisory Group
New Jersey
$95.5K 14,025 +304 +2%
MA
132
Mutual Advisors
Nebraska
$92.5K 13,841
SDAM
133
Shulman DeMeo Asset Management
New York
$90.9K 13,348
MSAM
134
Moloney Securities Asset Management
Missouri
$89.3K 13,113 +287 +2%
VFA
135
Valeo Financial Advisors
Indiana
$88.9K 13,050 +13,050 New
FA
136
Fiduciary Alliance
South Carolina
$88.1K 12,939 -2,264 -15%
WI
137
Westbourne Investments
Virginia
$87.2K 12,800 +12,800 New
EWA
138
EverSource Wealth Advisors
Alabama
$81.7K 12,000 +2,000 +20%
SOS
139
Silver Oak Securities
Tennessee
$80K 11,754 +254 +2%
FWM
140
FMB Wealth Management
California
$79.8K 11,719
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$77.1K 11,325
SWM
142
Silverlake Wealth Management
Vermont
$75.4K 11,075
ATPW
143
Ashton Thomas Private Wealth
Arizona
$74.7K 10,965 +84 +0.8%
MWM
144
Meridian Wealth Management
Kentucky
$73.9K 10,851
HSA
145
HBK Sorce Advisory
Pennsylvania
$73.9K 10,850 +10,850 New
MFG
146
Merit Financial Group
Georgia
$73K 10,713 +10,713 New
AWM
147
Apollon Wealth Management
South Carolina
$71K 10,431
IWC
148
Integrated Wealth Concepts
Massachusetts
$70.1K 10,299 -136 -1%
SF
149
Summit Financial
New Jersey
$68.1K 10,005 +10,005 New
AAS
150
Ameritas Advisory Services
Nebraska
$58.3K 8,559 -20,716 -71%